Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 13, 2023 5:20:28 AM

Can anyone confirm how many trades turbotax online could import from one 1099B? I have a 1099B (from Fidelity) with around 4000 trades, but only 3001 can be imported.

I found some threads mentioning 10000 trades are allowed for one 1099B. However, I tried to import several times, only 3001 can be imported every time.

0 2 418
2 Replies
Expert Alumni
Apr 13, 2023 5:33:57 AM

TurboTax Online can handle up to 10,000 transactions per brokerage account. However, online performance may deteriorate as you get closer to this limit.

 

TurboTax CD/Download can also handle up to 10,000 transactions per brokerage, and you can enter the transactions on Form 8949 using summary data from your broker statements.

 

Follow these steps to enter more than 10,000 transactions.

 

Additional information: What if I can't import my 1099-?

New Member
Apr 13, 2023 6:23:48 AM

Thanks for your confirmation but the trades imported from my Fidelity 1099B is incomplete. I have around 4000 trades but only 3001 can be imported. The only way I can import is to use "+add investments' button in income section then choose Fidelity (I have repeated this many times, but each time only 3001 trades are imported). I tried to upload the 1099B pdf in 'document' section, but there is no option to import from the 1099B pdf. Is there a function to import from the 1099B pdf I uploaded in 'document' section?

 

Do you have any insights? If not working, should I follow the instructions for handling more than 10000 trades?